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How to Guide SAP Business One 9.0 Document Version: 1.0 – 2013-03-17 PUBLIC Working with SAP Business One Studio Suite All Countries

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Page 1: Working with SAP Business One Studio Suite

How to Guide

SAP Business One 9.0

Document Version: 1.0 – 2013-03-17

PUBLIC

Working with SAP Business One Studio Suite All Countries

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Working with SAP Business One Studio Suite

Typographic Conventions

Typographic Conventions

Type Style Description

Example Words or characters quoted from the screen. These include field names, screen titles,

pushbuttons labels, menu names, menu paths, and menu options.

Textual cross-references to other documents.

Example Emphasized words or expressions.

EXAMPLE Technical names of system objects. These include report names, program names,

transaction codes, table names, and key concepts of a programming language when they

are surrounded by body text, for example, SELECT and INCLUDE.

Example Output on the screen. This includes file and directory names and their paths, messages,

names of variables and parameters, source text, and names of installation, upgrade and

database tools.

Example Exact user entry. These are words or characters that you enter in the system exactly as they

appear in the documentation.

<Example> Variable user entry. Angle brackets indicate that you replace these words and characters

with appropriate entries to make entries in the system.

EXAMPLE Keys on the keyboard, for example, F2 or ENTER .

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Document History

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Document History

Version Date Change

1.0 2012-11-05 The first version.

2.0 2013-01-22 Updated with 9.0 SP01

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Table of Contents

Table of Contents

Introduction ................................................................................................................................................................. 5 Installing SAP Business One Studio .................................................................................................................................... 5 Running SAP Business One Studio ..................................................................................................................................... 6 Terms and Definitions .......................................................................................................................................................... 6 Related Documentation ....................................................................................................................................................... 7

SAP Business One Studio Main Window ................................................................................................................. 8 Menu Button ......................................................................................................................................................................... 8 Toolbar .................................................................................................................................................................................. 9 Toolbox Window ................................................................................................................................................................. 10 Docking Tool Windows ....................................................................................................................................................... 13

Working with Add-on Projects in SAP Business One Studio .............................................................................. 14 Creating an Add-on Project ............................................................................................................................................... 14 Opening an Add-on Project or an External File ................................................................................................................ 14 Designing a Form ................................................................................................................................................................ 15

Working with Tab Controls ................................................................................................................................... 15 Working with Grids ................................................................................................................................................ 16 Working with Data Tables ..................................................................................................................................... 16 Working with Matrixes ........................................................................................................................................... 17 Working with Choose From Lists ......................................................................................................................... 17 Example: Creating a Business Partner Field with Linked Button and Choose From List Functions .............. 18

Adding, Renaming or Deleting Forms in a Project ........................................................................................................... 19 Adding New User Forms ....................................................................................................................................... 19 Adding Existing User Forms ................................................................................................................................. 19 Adding System Forms ...........................................................................................................................................20 Adding UDO Forms ................................................................................................................................................20

Editing Active Forms in SAP Business One ...................................................................................................................... 21 Exporting Updated Parts of a System Form .................................................................................................................... 22

Working with Add-on Projects in SAP Business One Studio for Microsoft Visual Studio .............................. 23 Creating SAP Business One Add-on Projects .................................................................................................................. 23 Tool Windows in SAP Business One Studio for Microsoft Visual Studio ....................................................................... 24 Adding Forms in a Project .................................................................................................................................................. 25

Adding SAP Business One User Forms ............................................................................................................... 25 Adding SAP Business One System Forms .......................................................................................................... 25 Adding SAP Business One UDO Forms ............................................................................................................... 26

Loading an Existing B1s File to Your Project .................................................................................................................... 27

SAP Business One Suite Demo Script ................................................................................................................... 28

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Introduction

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Introduction

SAP Business One Studio Suite is a state-of-the-art development platform for SAP Business One extensions that

dramatically improves partner development efficiency. It provides an effective integrated development

environment (IDE) for partners to develop extension on top of SAP Business One. SAP Business One Studio Suite

consists of two editions: SAP Business One Studio and SAP Business One Studio for Microsoft Visual Studio.

SAP Business One Studio is an open platform based on the .NET framework for a variety of designers. Currently,

this platform supports two types of designer: Add-On Designer and Workflow Designer. In this document, SAP

Business One Studio stands for SAP Business One Studio as add-on designer. You can use SAP Business One

Studio to open SAP Business One system forms in edit mode, modify the existing controls and logic, or add new

controls in forms. You can also design your own forms. SAP Business One Studio not only contains all the

functionalities of ScreenPainter, but also enhances the functionalities and optimizes the usability of

ScreenPainter.

SAP Business One Studio for Microsoft Visual Studio is a deeply customized programming environment for SAP

Business One. Besides the functionalities of SAP Business One Studio, SAP Business One Studio for Microsoft

Visual Studio leverages the powerful capability of Microsoft Visual Studio in development functionalities such as

code generation, project and item template wizard, code intelligence, friendly GUI, and so on. What's more, the

add-on project generated by SAP Business One Studio for Microsoft Visual Studio is based on new object level

event framework of SAP Business One SDK. Together with system form editing, SAP Business One Studio for

Microsoft Visual Studio makes it much easier to write a typical SAP Business One add-on, and the code generated

is much simpler and maintainable.

SAP Business One Studio and SAP Business One Studio for Microsoft Visual Studio share with the same file

format, .b1s, which is a package for all layout files and other relevant files. For using the two editions, a typical

scenario is that a UI designer works on SAP Business One Studio for GUI drawling and polishing, and then a

consultant works on it for customization. Afterwards, a developer can open the .b1s generated in SAP Business

One Studio by SAP Business One Studio for Microsoft Visual Studio to program on it, and finish the complicated

logic.

Installing SAP Business One Studio

Prerequisites

The installation computer complies with all hardware and software requirements. For information on

hardware and software requirements, refer to sappartneredge.com

You have installed Microsoft .NET Framework 4.0.

If you want to install SAP Business One Studio for Microsoft Visual Studio, you must install Microsoft Visual

Studio 2010.

Note

If you are just designing your own UI layout, you do not need to install the SAP Business One client.

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Introduction

Procedure

To install SAP Business One Studio, perform the following steps:

1. Insert the SAP Business One Installation DVD and wait for the installation program to appear.

2. In the installation window, select the Client radio button.

3. In the Client Components window, select Optional Components and SAP Business One Studio.

4. Choose the Install button.

5. In the Welcome window, choose the Next button.

6. In the Customer Information window, specify the user name and company name.

7. In the Setup Type window, specify a setup type: Complete or Custom.

If you choose Custom type:

In the Choose Destination Location window: to accept the default location, choose the Next button; to select a

different location, choose the Browse button.

In the Select Features window, select SAP Business One Studio and/or SAP Business One Studio for Microsoft

Visual Studio, and then choose the Next button.

8. In the Ready to Install the Program window, choose the Install button.

9. In the Setup Status window, the installation wizard performs the required system actions.

10. In the Complete window, choose the Finish button.

Note

Alternatively, you can install the SAP Business One Studio application from the DVD folders:

Packages/B1Studio/setup.exe.

Running SAP Business One Studio

To run SAP Business One Studio, choose All Programs SAP Business One SAP Business One Studio, and

choose SAP Business One Studio or SAP Business One Studio for Microsoft Visual Studio.

Alternatively, if you have an SAP Business One client installed, in SAP Business One, from the Tools menu, choose

SAP Business One Studio, and choose SAP Business One Studio or SAP Business One Studio for Microsoft Visual

Studio.

Terms and Definitions

The following terms are used in this document.

Term Definition

B1s SAP Business One solution file

Screen Painter An SAP Business One add-on. You can use Screen Painter to create

user forms. The format of files generated by Screen Painter is .srf.

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Term Definition

UI API SAP Business One SDK User Interface Application Programming

Interface

UDO Form A form that is generated by the User-Defined Object Registration

wizard.

Related Documentation

The documents listed in the table are referred to in this document.

Document Location

User Interface Standards and Guidelines http://service.sap.com/smb/sbocustomer/documentation and

choose Release Family 9.0 SDK and Custom Development

SDK online help file SDK_EN.CHM http://service.sap.com/smb/sbocustomer/documentation and

choose Release Family 9.0 SDK and Custom Development

Available also on the SAP Business One product DVD and in the

download package from SAP Service Marketplace

SAP Business One Administrator’s Guide http://service.sap.com/smb/sbocustomer/documentation and

choose Release Family 9.0 System Administration

Available also on the SAP Business One product DVD and in the

download package from SAP Service Marketplace

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SAP Business One Studio Main Window

SAP Business One Studio Main Window

You can access all SAP Business One Studio functions from the SAP Business One Studio main window, which is

divided into the following areas:

Menu button – located at the top of the SAP Business One Studio main window and provides some menu

commands. For more information, see Menu Button.

Toolbar – located below the Menu button, and provides the icons for the commonly used functions. For more

information, see Toolbar.

Design area – located in the middle of the SAP Business One Studio main window, and you can use this area

to design your own forms. For more information, see Designing a Form.

Tool windows:

o Toolbox window – contains the controls you can use to design your form. For more information, see

Toolbox Window.

o UI Outline window – allows you to view items in a selected pane level and pane level 0. For example, when

you select 2, the application displays items in pane level 2 and pane level 0.

o Solution Explorer window – allows you to view the forms in your solution. It contains three levels of items:

solution level, project level and form level.

o Properties window – allows you to set and examine the properties of forms and form items.

Note

You can increase the viewing and editing space for the design area, depending on how you arrange the

tool windows (Toolbox window, UI Outline window, Solution Explorer window and Properties window).

You can drag the border of the windows to resize the window, click (Auto Hide) to hide the window,

and also dock the windows to a new location (see Docking Tool Windows).

Menu Button

The SAP Business One Studio Menu button is located at the top of the SAP Business One Studio main window and

contains the following menu commands:

Menu Command Description/Activity

New Creates a new add-on project or a workflow project.

Open Opens an existing solution/project or a file.

Save Current File (Ctrl + S ) Saves the current file. B1s is refreshed to latest.

Export Current File As (Ctrl

+ Shift + E )

Exports the current file into the specified path. The file type is determined

according to the project type. For example, you can export an add-on project

file as a .srf file.

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SAP Business One Studio Main Window

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Menu Command Description/Activity

Save All (Ctrl + Shift + S ) Saves all changes to the project.

Recent Files Shows the recently opened files.

Recent Solutions Shows the recently opened solutions.

View Start Page Opens or hides Start Page.

Exit (Alt + F4 ) Closes the SAP Business One Studio application.

Toolbar

The toolbar, located below the Menu button, is a collection of icons that provide easy access to commonly used

functions. Active functions are shown in color, while inactive ones are grayed out.

Toolbar Icon Description/Activity

(Undo (Ctrl + Z )) Reverses the most recent successful action.

(Redo (Ctrl + Y )) Redoes the last action that was undone.

(Copy (Ctrl + C )) Copies the selected control or text onto the clipboard.

(Cut (Ctrl + X )) Removes the selected control or text and places it on the clipboard.

(Paste (Ctrl + V )) Inserts the contents of the clipboard at the current location.

(Align Left) Aligns the left edges of the selected controls with the left edge of the last

selected control.

(Align Center) Vertically aligns the selected controls with the center of the last selected

control.

(Align Right) Aligns the right edges of the selected controls with the right edge of the last

selected control.

(Align Top) Aligns the top edges of the selected controls with the top edge of the last

selected control.

(Align Bottom) Aligns the bottom edges of the selected controls with the bottom edge of the

last selected control.

(Align Middle) Horizontally aligns the selected controls with the center of the last selected

control.

(Scale Size) Aligns the size of the selected controls with the last selected control.

(Scale Height) Aligns the height of the selected controls with the last selected control.

(Scale Width) Aligns the width of the selected controls with the last selected control.

(Preview in SAP Business

One)

Enables you to preview the form in SAP Business One client.

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SAP Business One Studio Main Window

Toolbar Icon Description/Activity

(Settings) Enables you to select language and theme style of the user interface.

There are 2 options of theme style: "Nova" has the same look as that for SAP

Business One release 8.82; "NS" has the same look as that for SAP Business

One 9.0. To apply the new settings, choose Update, and restart SAP Business

One Studio.

Toolbox Window

The Toolbox window is a collection of controls that you can use to design your form. It contains UI Controls and

Data Sources. To add a control, double-click it or drag and drop it into the design area:

The newly added UI controls appear in the form;, you can modify the position, size, and other specific

properties of the controls in the Properties window.

The newly added data sources appear at the bottom of the design area; you can modify the properties in the

Properties window.

UI Controls

UI Control Description/Activity

StaticText Represents a label item.

Specific Property: Caption - the text to display in the label.

EditText Represents an edit text box.

Specific Properties:

DataSource - the data source bound to the edit text box.

ChooseFromListUID - the unique ID of the ChooseFromList object to attach

with this edit text box.

ChooseFromListAlias - the database field by which to filter a

ChooseFromList attached to the edit box. When you enter a value in the

text box and then press the tab key, the ChooseFromList dialog is displayed

with only those rows where the value of the field specified in this property

starts with the entered text. After you select a value, the key of the selected

row is entered into the edit text box.

IsPassword - specifies whether the input data is of the same look and feel as

a password field.

SuppressZeros - indicates whether to hide leading zeros as well as trailing

zeros after a decimal point.

TabOrder - the order in which this edit text gets focus when you press the

TAB key.

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UI Control Description/Activity

ExtendedEditText Represents a text box that can display multiple lines.

Button Represents a button.

Specific Properties:

ButtonType - indicates whether the button acts as a text button or an image

button.

Caption - the text to display on the button.

ChooseFromListUID - the unique ID of the ChooseFromList object to attach

with this button.

Image - the path to an image displayed on the button.

CheckBox Represents a check box.

OptionButton Represents an option button (radio button).

ComboBox Represents a combo box.

Specific Properties:

DataSource - the data source bound to the combo box.

TabOrder- the order in which the combo box items get focus when you

press the TAB key.

ValidValues - the valid values for this combo box item. Add or remove valid

values from the popup window.

TabControl Represents a tab control, which is a container of the items to be shown on the

tab page. In UI API, the tab control is named as folder.

Specific properties for tab pages:

AutoPaneSelection - indicates whether the tab control allows automatic

pane selection. If you specify True, when you click on a tab, the application

automatically sets the form pane level to the pane level bound to the tab

control.

Caption - the text to display on the tab page.

Pane - the pane level of the tab.

For more information, see Working with Tab Controls.

Grid Represents a grid, which is a visual representation of a data table.

Specific Properties:

CollapseLevel - the number of columns grouped together, starting from the

left-most column. For example, if you specify 2 for this property, all rows

are grouped by the values in the first column, and all rows within each

group are grouped by the values in the second column. Default value is 0,

indicating not collapsed.

Columns - the grid's columns.

DataTableID - the data table bound to the grid.

SelectionMode - indicates how rows can be selected.

For more information, see Working with Grids.

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SAP Business One Studio Main Window

UI Control Description/Activity

Matrix Represents a matrix, which displays data in a table.

Specific Properties:

Columns - the collection of columns in the matrix. You can add or remove

columns in the CollectionEditorForm window.

MatrixLayout - the layout of the matrix.

SelectionMode - indicates how rows can be selected.

TabOrder - the order in which the items get focus when you press the TAB

key.

For more information, see Working with Matrixes.

PictureBox Represents a picture box.

Specific Property: Picture - the picture to display in the picture box.

LinkedButton Represents an arrow link ( ).

A linked button enables quick navigation between relevant objects. For

example, a linked button next to the Customer field in the A/R Invoice form

opens the Business Partner Master Data form for the relevant customer.

Specific Properties:

LinkTo - the unique ID of the control to which the linked button links.

LinkedObject - the target object type of the linked button.

ButtonCombo Represents an item that provides the functionality of a combo box and a button

in a single control.

Data Sources

Data Source Description/Activity

DB Data Source Represents a SAP Business One database table to be attached to a form.

Specific Property: TableName - an SAP Business One database table, for example,

OCRD.

User Data Source Represents a container for item data that is not stored in the database.

Specific Properties:

DataType - the data type of the user data source.

Size - the size of the user data source.

UniqueID - the unique ID of the user data source.

Data Tables Represents data in table form.

Specific Properties:

Type - the type of the data table, including Manual and Query types.

Columns - the columns of the Manual type data table.

Query - the specified condition (query) of the Query type data table.

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Data Source Description/Activity

UniqueID - the unique ID of the data table.

For more information, see Working with Data Tables.

Choose From List Represents a ChooseFromList form.

Specific Properties:

MultiSelection - indicates whether you can select multiple items in the

ChooseFromList form.

ObjectType - the type of the object from which to generate the valid values.

UniqueID - the unique ID of the ChooseFromList.

For more information, see Working with Choose From Lists.

Docking Tool Windows

To dock the tool windows (Toolbox window, UI Outline window, Solution Explorer window, and Properties window)

to a designated area, perform the following steps:

1. Select the window you want to dock.

2. Drag the window from its current location towards the middle of the SAP Business One main window.

A guide diamond appears.

3. When the window you are dragging reaches the position where you want to dock it, move the pointer over the

corresponding portion of the guide diamond.

4. To dock the window in the position indicated, release the mouse button.

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Working with Add-on Projects in SAP Business One Studio

Working with Add-on Projects in SAP Business One Studio

This section introduces how to work with your add-on projects in SAP Business One Studio.

Creating an Add-on Project

You can create your new add-on forms with the same look and feel as the SAP Business One forms.

Procedure

1. In the SAP Business One Studio main window, choose the Menu button and choose New Project Add-on.

Alternatively, on the Start Page of SAP Business One Studio, choose New Add-on.

2. In the New Project window, specify the name and the location of your new project.

3. Specify the package name.

Note

By default, the package name is the same as the project name.

The extension of a package (SAP Business One add-on solution) file is b1s.

4. If you need to create a project that does not contain any forms, select the Create Empty Project checkbox.

5. Choose OK.

A default layout named NewForm 1 appears in the design area of the SAP Business One Studio main

window.

You can design your own form now. For more information, see Designing a Form.

Opening an Add-on Project or an External File

You can open an existing add-on project or a .srf file which was created by Screen Painter.

Procedure

1. In the SAP Business One Studio main window, choose the Menu button and choose Open Solution/Project

or Open File.

Alternatively, on the Start Page of SAP Business One Studio, choose Open Project or Open File.

2. Specify the existing project or file you want to open.

3. Choose Open.

The solution hierarchy appears in the Solution Explorer window.

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Designing a Form

In the design area of the SAP Business One Studio main window, you can design your own form. This procedure

introduces the basic operation of designing a form.

Procedure

1. In the Toolbox window, double-click or drag and drop a form item from the UI Controls area or the Data

Source area.

For example, double-click a button. A new button appears in the top left corner of the form.

2. Use drag and drop to position or resize the item on the form.

Note

When you drag the item, the application shows a red line which enables you to align the item with the

existing ones.

3. Select the form or an item to set the properties.

You can select the form or a form item either from the design area or from the UI Outline window. The UI

Outline window groups form items in pane levels.

4. In the Properties window, edit the properties.

5. To preview the form in the SAP Business One client, click (Preview@B1Client).

6. Save the form.

Working with Tab Controls

A tab control is a container of the items to be shown on the tab page. In UI API, the tab control is named as folder.

Procedure

1. Add a tab control.

To add a tab control, in the Toolbox window, UI Controls area, double-click the TabControl icon.

The tab control is added to the form with one tab page.

If the tab control is active, a cross-shaped symbol appears at the top left of the tab control.

2. To add or remove a tab page, right-click the cross-shaped symbol and choose Add Tab Page or Remove

Tab Page.

3. Specify properties for each tab page.

To specify the pane level of the tab page, in the Properties window, set the AutoPaneSelection field to

True, and in the Pane field, enter the pane level.

4. Add UI controls to the tab page area, and specify the FromPane, ToPane properties.

Once the FromPane, ToPane properties are set, when you switch tab pages, the UI controls with the same

pane level are displayed on the tab page.

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Working with Add-on Projects in SAP Business One Studio

Working with Grids

The grid control is a visual representation of a data table.

Procedure

1. Add a grid control.

To add a grid control, in the Toolbox window, UI Controls area, double-click the Grid icon.

The grid control is added to the form without columns.

2. Add a data table.

To add a data table, in the Toolbox window, Data Source area, double-click the Data Tables icon.

For more information, see Working with Data Tables.

3. Bind the data table to the grid as follows:

1. Select the grid control you want to bind.

2. In the Properties window, under the Specific area, in the DataTableID field, select a data table to which you

want to bind.

Note

o If the data table type is Query, the columns are not displayed in edit mode. To preview the columns,

click (Preview@B1Client).

o If the data table type is Manual, the columns are displayed in edit mode.

3. After binding a grid control to a data table of Manual type, you can set the Columns property. Perform the

following steps:

1. In the Columns property field, click the button.

The CollectionEditorForm window appears.

2. Select the column you want to edit from the list in the left area of the window.

3. In the Properties area, specify the column type.

Note

To set a column with a link button, select it_EDIT as the column type, and in the LinkObjectType field,

specify the type of the object you want to connect to.

Working with Data Tables

You can use a data table to perform a free query, for example, JOIN, GROUP BY, and so on. You can also manually

set the data table columns.

Procedure

1. To add a data table, in the Toolbox window, Data Source area, double-click the Data Tables icon.

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A new data table is created with a default unique ID and a type.

Note

You can change the default ID and type of the data table. However, changing the type results in the loss of

the existing query or columns.

2. To set queries, change the data table type to Query, and in the Query property field, specify your query.

If the data table is attached to a grid control, the grid is automatically filled with columns from the query.

3. To set columns for manual data tables, change the data table type to Manual and in the Columns property

field, click the button.

In the CollectionEditorForm window, you can modify the columns:

o To add a new column, choose the Add button.

A new column is created with a default name and type (ft_AlphaNumeric). You can change the column

default name and type.

o To delete the column, choose the Remove button.

4. To bind a data table (with Manual type) to an edit text control, perform the following steps:

1. In the Properties window of the edit text control, set the DataSource property to the data table.

2. In the Alias property, set the column of the data table.

Working with Matrixes

The matrix control displays data in a table. You specify each column manually and bind each column to a data

source.

Procedure

1. To add a matrix control, in the Toolbox window, UI Controls area, double-click the Matrix icon.

The matrix control is added to the form with a default column Col_0.

2. In the Properties window, under the Specific area, in the Columns property field, click the button.

The CollectionEditorForm window appears.

3. Choose the Add button to add new columns.

4. In the Properties area, specify the Type field of the column, the DataSource, Alias fields and the specific fields.

5. Add as many columns as needed, and choose the OK button.

6. To preview the matrix, click (Preview@B1Client).

Working with Choose From Lists

ChooseFromList is a basic functionality in the SAP Business One application. It allows you to open a

ChooseFromList form, which displays a list of objects of the same type.

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Procedure

1. To add a ChooseFromList control, in the Toolbox window, Data Source area, double-click the Choose From

List icon.

A new ChooseFromList is created with a default unique ID. You can change the default ID.

2. In the Properties window, specify the ObjectType property, and enter the type of the object you want the

Choose from List form to display. For example, enter 2 for business partners.

You can connect EditText, Button, and Matrix/Grid column (with type it_EDIT or it_LINKED_BUTTON)

items to a choose from list.

3. To connect EditText, Button, and Matrix/Grid column items to a choose from list, in the Properties window,

specify the ChooseFromListUID field.

4. In the ChooseFromListAlias (EditText, Matrix/Grid column with type it_EDIT or it_LINK_BUTTON) field,

enter the alias of the field you want to display.

Example: Creating a Business Partner Field with Linked Button and Choose From List Functions

The linked button function is often used together with the choose from list function. For example, you add a new

field named BP Code. For this field, you want to have a choose from list to open the List of Business Partners

window and a linked button to open the Business Partner Master Data window.

Procedure

1. In the Toolbox window, UI Controls area, add a StaticText, a LinkedButton and an EditText.

2. In the Data Source area, add a DB Data Source and a Choose From List.

3. In the Properties window of the form, specify a valid value for the ObjectType filed.

4. Set the Choose From List properties.

In the Properties window of the choose from list, in the ObjectType filed, enter 2, which represents business

partners. For more information about other object types, see BoObjectTypes Enumeration in SDK Help

Center.

5. Set the DB Data Source properties.

In the Properties window of the DB data source, in the TableName filed, enter OCRD, which represents the SAP

Business One system table for business partners. For more information about other system tables, see

Database Tables Reference in SDK Help Center.

6. Connect the linked button with the BP Code edit text field.

In the Properties window of the linked button, in the LinkTo field, paste the unique ID of the edit text; in the

LinkedObject filed, enter 2.

7. Bind the DB data source to the BP Code edit text field.

In the Properties window of the edit text, in the DataSource field, enter OCRD; in the Alias field, enter

CardCode.

8. Connect the choose from list with the BP Code edit text field.

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In the Properties window of the edit text, in the ChooseFromListUID field, enter the ID of the choose from list;

in the ChooseFromListAutoFill field, select True; and in the ChooseFromListAlias field, enter CardCode.

9. To preview, click (Preview@B1Client).

o When you click the choose from list icon of the BP Code field, the List of Business Partners window

appears.

o After you select a business partner from the list, the BP Code field is automatically filled and a linked

button appears.

o Click the linked button; the Business Partner Master Data window appears.

Adding, Renaming or Deleting Forms in a Project

To add forms in your project, right-click your project in the Solution Explorer window.

From the context menu, you can add the following types of forms:

New user form

Existing user form

System form

UDO form

To rename a form in your project, in the Solution Explorer window, right-click the form and choose Rename.

To delete a form in your project, in the Solution Explorer window, right-click the form and choose Delete.

Adding New User Forms

A user form is a form designed by a partner. It can be generated from SAP Business One Studio, Screen Painter,

UI API or your own code.

To add a new user form, in the Solution Explorer window, right-click your project, and choose New Form.

A new form opens in edit mode and appears in the Solution Explorer window.

You can now design the new form. For more information, see Designing a Form.

Adding Existing User Forms

You can add an existing user form to your project.

Procedure

1. In the Solution Explorer window, right-click your project, and choose Add Existing Form.

2. In the Add Existing Item window, select the form you want to add.

3. Choose Open.

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The form opens in edit mode and appears in the Solution Explorer window.

Adding System Forms

A system form is a standard SAP Business One form that you can add to your project.

Procedure

1. In the Solution Explorer window, right-click your project, and choose Add System Form.

2. In the Add System Form window, select the form you want to add.

Note

The Add System Form window lists the following system forms:

o All currently opened system forms, if SAP Business One is running

o The locally cached system forms

3. Choose OK.

The form opens in edit mode and appears in the Solution Explorer window.

Note

Once opened in edit mode, a system form will be cached up locally.

4. You can now modify the form.

In edit mode of the system form, you can add new UI controls and modify the properties of the existing

system items.

5. To preview the system form, you need to open the form in the SAP Business One client first, and then click

(Preview@B1Client).

Caution

Deleting existing system items does not take effect when you preview the modified system form.

Adding UDO Forms

A UDO form is a form generated by the User-Defined Object Registration wizard. (To access the wizard, from the

SAP Business One menu bar, choose Tools Customization Tools Objects Registration Wizard.) You can add a

UDO form to your project.

Procedure

1. In the Solution Explorer window, right-click your project, and choose Add UDO Form.

2. In the Company Login window, specify the details of the company you want to work with, and choose Login.

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Field Description/Activity

Server Specify the IP address or the machine name of the SAP Business One server.

Server Type From the dropdown list, select a server type: MSSQL_2008, or MSSQL_2012.

Company Name Specify the company defined on the selected SAP Business One server.

License Server Specify the license server.

User ID Specify your user name for the company you want to log on to.

Password Enter your password.

The UDO form that is registered appears in the List of UDO Forms window.

Note

Only the Header Line Style (new UDO style in SAP Business One 8.82) is supported. The Matrix Style (old

UDO style) is not supported.

3. In the List of UDO Forms window, select the UDO form you want to add, and choose the Open button.

The form opens in edit mode and appears in the Solution Explorer window.

Note

You can add more UDO forms. The application remembers the company logon information, and you do

not need to specify it again.

If you restart SAP Business One Studio, you just need to specify the Password field.

4. You can now modify the UDO form.

5. To preview the form, click (Preview@B1Client).

6. To save the changes, in the Solution Explorer window, right-click the form and choose Save to DB.

When you reopen the form in the SAP Business One client, you can see the UDO form is modified.

Editing Active Forms in SAP Business One

In the SAP Business One client, you can edit the active system form through SAP Business One Studio or SAP

Business One Studio for Microsoft Visual Studio. The active form means the current system form in the SAP

Business One client. If you have multiple forms open in the SAP Business One client, the active form is the top

one.

Procedure

1. In SAP Business One, from the Tools menu, choose SAP Business One Studio.

2. If you want to edit the active form from SAP Business One Studio, choose Edit Active Form.

o If SAP Business One Studio is already running, the application adds the active system form to the project.

o If you have not yet opened SAP Business One Studio, the application runs SAP Business One Studio first,

automatically creates a project, and opens the active form in the project.

3. If you want to edit the active form from SAP Business One Studio for Microsoft Visual Studio, choose Edit

Active Form in Visual Studio.

o If the SAP Business One Studio for Microsoft Visual Studio is already running, the application adds the

active system form to the project.

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o If you have not yet opened Microsoft Visual Studio, the application does nothing for you. You need to open

and create a project in Microsoft Visual Studio first, and then in SAP Business One, from the Tools menu,

choose SAP Business One Studio, and choose Edit Active Form in Visual Studio.

Exporting Updated Parts of a System Form

If you edited a system form, you can export the updated part of the system form to a .srf file.

Procedure

1. In the Solution Explorer window, right-click the system form and choose Export Updated Part As.

2. In the Export File As window, specify the file name.

3. Choose Save.

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Working with Add-on Projects in SAP Business One Studio for Microsoft Visual Studio

Creating SAP Business One Add-on Projects

You can create your new add-on forms with the same look and feel as the SAP Business One forms.

Procedure

1. In the Microsoft Visual Studio main window, choose New Project.

After you install SAP Business One Studio for Microsoft Visual Studio, you can locate the SAP Business One

template in the New Project dialog box by navigating the expanding list in the left pane under Installed

Templates.

2. In the New Project window, from the Installed Templates area, select the SAP Business One template.

3. To create an add-on project with an empty user form, select SAP Business One Add-on Project and specify the

name and the location of your new project.

4. To create an add-on project using an existing B1s file from SAP Business One Studio, select SAP Business One

Add-on Project from B1s File.

5. Choose OK.

A default form named Form1.b1f appears in the Solution Explorer window, and the layout of the form appears

in the design area. A folder B1Studio is generated under

C:\Temp\<YourAddOnProject>\<YourAddOnProject>\bin\Debug.

You can design the layout of your form and the logic of the controls. For more information, see Designing a

Form.

Note

When you create an SAP Business One add-on project, it adds the SAPbouiCom.Framework, which is for

connecting the UI API application, handling LoadBatchAction, system/user/UDO form events, and

generating code. It includes:

o Menu.cs - for adding menus and handling menu events

o Programs.cs - for connecting the UI server and performing the initialization

o SAPbouiCOM.Framework.Application.SBO_Application - the root COM object of UI API

Sample Code: Application.SBO_Application.MessageBox("Hello world");

o SAPbouiCOM.Framework.FormBase.UIAPIRawForm - the original form COM object of UI API

Sample Code: this.UIAPIRawForm.Close();//Close form

The SAPbouiCom.Framework contains all UI API COM objects and interfaces; therefore, we do not

recommend that you replace it.

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Tool Windows in SAP Business One Studio for Microsoft Visual Studio

The tool windows in SAP Business One Studio for Microsoft Visual Studio are very similar to the tool windows in

SAP Business One Studio. The windows include:

Toolbox window – contains the controls you can use to design your form. For more information, see Toolbox

Window.

Note

To program a certain control, double-click it. The code is automatically generated.

UI Outline window – allows you to view items in a selected pane.

Note

This window may not appear by default. To display the UI Outline window, from the menu bar, choose

View Other Windows Outline Window.

Solution Explorer window – allows you to view the source files in your project.

Note

The project files also include SAP Business One UI API references and predefined menu options

(Menu.cs). In runtime, by default, the newly added form appears at the bottom of the SAP Business One

main menu. You can change the code if you want to open the form from another menu location.

Properties window – allows you to set and examine the properties and events of forms and form items.

Note

To register events of a control, in the Properties window, click (Events), and double-click the event

property you want to edit. The code is automatically generated, and you can program as needed.

You can drag the border of the windows to resize the window, click (Auto Hide) to hide the window, and also

dock the windows to a new location (see Docking Tool Windows).

The double-click function - you can double-click an item to add an event. The following are the default events

that the system supports currently.

Item Type Event

Form LoadAfter

EditText KeyDownAfter

CheckBox ClickBefore

OptionButton ClickBefore

Button ClickBefore

ComboBox ComboSelectAfter

Toolbar - Located below the Menu button, the toolbar is a collection of icons providing easy access to

commonly used functions. The functions are the same as those for SAP Business One Studio. See chapter 2.2

in this document.

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Adding Forms in a Project

To add forms in your project, in the Solution Explorer window, right-click your project.

From the context menu, choose Add New Item…. You can add the following types of forms:

SAP Business One user form

SAP Business One system form

SAP Business One UDO form

Adding SAP Business One User Forms

An SAP Business One user form is a form designed by a partner. It can be generated from SAP Business One

Studio, Screen Painter, UI API, or your own code.

Procedure

1. In the Solution Explorer window, right-click your project and choose Add New Item….

2. In the Add New Item window, from the Installed Templates area, select the SAP Business One add-on

template.

3. Choose SAP Business One User Form.

A new form opens in edit mode and appears in the Solution Explorer window.

You can now design the new form. For more information, see Designing a Form.

In runtime, by default, the newly added form appears at the bottom of the SAP Business One main menu.

Adding SAP Business One System Forms

A system form is a standard SAP Business One form that you can add to your project.

Procedure

1. In the Solution Explorer window, right-click your project, and choose Add New Item….

2. In the Add New Item window, from the Installed Templates area, select the SAP Business One add-on

template.

3. Choose SAP Business One System Form.

Note

The Add System Form window lists the following system forms:

o All currently opened system forms, if SAP Business One is running

o The locally cached system forms

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4. Choose OK.

The form opens in edit mode and appears in the Solution Explorer window.

You can add user items, modify the properties of a system item, and register events, but you cannot delete

existing system items. The modification is implemented after you reopen the system form.

Adding SAP Business One UDO Forms

A UDO form is a form generated by the User-Defined Object Registration wizard. (To access the wizard, from the

SAP Business One menu bar, choose Tools Customization Tools Objects Registration Wizard.) You can add a

UDO form to your project.

Procedure

1. In the Solution Explorer window, right-click your project, and choose Add New Item….

2. In the Add New Item window, from the Installed Templates area, select the SAP Business One add-on

template.

3. Choose SAP Business One UDO Form.

4. In the Company Login window, specify the details of the company with which you want to work, and choose

Login.

Field Description/Activity

Server Specify the IP address or the machine name of the SAP Business One server.

Server Type From the dropdown list, select a server type: MSSQL_2008, or MSSQL_2012.

Company Name Specify the company defined on the selected SAP Business One server.

License Server Specify the license server.

User ID Specify your user name for the company to which you want to log on.

Password Enter your password.

The UDO form that is registered appears in the List of UDO Forms window.

Note

Only the Header Line Style (new UDO style in SAP Business One 8.82) is supported. The Matrix Style (old

UDO style) is not supported.

5. In the List of UDO Forms window, select the UDO form you want to add, and choose the Open button.

The form opens in edit mode and appears in the Solution Explorer window.

Note

The application remembers the company logon information, and if you want to add more UDO forms, you

do not need to specify that information again.

If you restart SAP Business One Studio, you just need to specify the Password field.

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6. You can now modify the UDO form.

To save the changes, in the Solution Explorer window, right-click the form and choose Save UDO to DB.

When you reopen the form in the SAP Business One client, you can see the UDO form is modified.

Loading an Existing B1s File to Your Project

You can load your existing .b1s solution or .srf file (ScreenPainter file) in the following ways:

Creating an Add-on Project Using an Existing B1s File

1. In the Microsoft Visual Studio main window, choose New Project.

2. In the New Project window, from the Installed Templates area, select the SAP Business One add-on template.

3. To create an add-on project using an existing B1s file from SAP Business One Studio, select SAP Business One

Add-on Project from B1s File.

4. Choose OK.

Adding an Existing B1s File to the Current Project

1. In the Solution Explorer window, right-click your project and choose Add Existing Business One File.

2. In the Open window, select the Business One Studio files (*.b1s) file you want to add.

3. Choose Open. The form opens in edit mode and appears in the Solution Explorer window.

Adding an Existing SRF File to the Current Project

1. In the Solution Explorer window, right-click your project and choose Add Existing Business One File.

2. In the Open window, select the Business One Studio SRF files (*.srf) file you want to add.

3. Choose Open. The form opens in edit mode and appears in the Solution Explorer window.

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SAP Business One Suite Demo Script

SAP Business One Suite Demo Script

1. Start SAP Business One and log on to a company.

o Database: MadridDemo

o User: manage

o Password: 1234

2. Start SAP Business One and add a new project.

1. Choose Menu New Project Add-On.

2. Choose OK.

3. Create a user form; add an EditText with ChooseFromList; and add a grid with DataTable.

1. Add EditText, Grid, LinkedButton, DB DataSource, Data Table, and ChooseFromList.

2. Specify the controls properties as follows:

o DB DataSource:

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o Data Table:

o ChooseFromList:

o EditText:

o LinkedButton: LinkTo = Item_0; LinkedObject = 2

o Grid: DataTableID = DT_0

o Form: LinkedObject = 2

3. From Toolbar, choose Preview.

The user form opens in the SAP Business One client. The grid displays all BPs.

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4. To select a business partner, choose the ChooseFromList icon. The system fills the business partner code

in the EditText,

To open the business partner form, choose the linked button.

4. Edit a system form (sales order); add a button and preview it.

1. In the SAP Business One client, choose MainMenu Sales Sales Order to open the original sales

order.

2. Right-click the project node to add a system form.

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3. Select Sales Order and choose Open (the other form is cache file in local that user opened).

4. From Toolbar, add the button and choose Preview.

5. Switch to the SAP Business One client to review the updates of the sales order form.

5. Edit a UDO form; add a button; and save the UDO to the database.

1. To open the original UDO form, in the SAP Business One client, choose Tools Default Forms UDO1-

UDO1.

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2. To add a UDO form, right-click the project node.

3. Specify the DI connection information (password: 1234) and choose Log On.

4. To edit the UDO form, select UDO1 and choose OK.

5. Add the button and save the UDO to the database.

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6. To review the updates, from the SAP Business One client, reopen the UDO form.

6. Start SAP Business One Studio for Microsoft Visual Studio and add a new project.

1. Choose Menu File New Project and select the C# project templates.

o The template SAP Business One Add-on Project is for creating a new project.

o The template SAP Business One Add-on Project from B1s File is for creating a project with the existing

B1s file.

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2. Select SAP Business One Add-on Project and create a new project.

7. Add a button, a Button_ClickBefore event, and a popup message box if choosing the button.

1. Add a button.

2. Double-click the button to add a Button_ClickBefore event,

3. Add the UIAPI code as follows.

4. To run the add-on, from toolbar, or by using the F5 shortcut, choose Debug.

In the main menu of the SAP Business One client, the add-on adds the user menu.

5. Choose the menu to open the user form.

6. Choose the button to open a message box.

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7. Stop debugging and close all forms.

8. Edit a system form (sales order). Add a button and a Button_ClickBefore event; create a user form if choosing

the button.

1. From the SAP Business One client, choose MainMenu Sales Sales Order to open the original sales

order.

2. Right-click the project node to add a system form (sales order).

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3. Add a button.

4. Double-click the button to add a Button_ClickBefore event.

5. Add the UIAPI code as follows:

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6. To run the add-on, from toolbar, or by using the F5 shortcut, choose Debug.

7. From the SAP Business One client, open the sales order. The new button appears.

To open the new form, choose the button.

9. Edit a system form (sales opportunity) from the menu; design the UIAPI code to set Remark as a mandatory

field.

1. From SAP Business One, choose MainMenu Sales Opportunities Sales Opportunity to open the

original sales opportunity form.

2. From the SAP Business One client, choose Edit Form in Visual Studio to edit the system form.

3. In UI Outline, change the pane level to 2.

4. Add a button.

5. Double-click the button to add a Button_ClickBefore event.

6. Add the UIAPI code as follows:

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7. To run the add-on, from toolbar, or by using the F5 shortcut, choose Debug.

8. In SAP Business One, reopen the sales opportunity.

9. On the Potential tab, specify the business partner code and potential amount.

On the General tab, leave the Remark field empty,

10. Choose Add,

In the status bar, the error message: Remark is mandatory appears.

11. Specify the remark. The system adds the sales opportunity.

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